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01/20/06 2:11 PM

#24240 RE: jhalada #24235

Re: I think AMD and Intel are approximately at cost parity (plus or minus). You can do the analysis using the financial statements and some generally known info.

At which level? The platform level or the CPU level? I think Intel is clearly ahead at the CPU level. They have both the higher volumes, and the lowest cost process tech to ensure it. On a platform level, it must be closer, given Intel's chipset costs, as opposed to AMD's lower cost I/O bridges.